After OpenAI, AMD signs chip deal with Oracle: What this may mean for its biggest rival Nvidia

Oracle Cloud Infrastructure (OCI) has announced that it plans to deploy 50,000 Advanced Micro Devices (AMD) graphics processors starting in the second half of 2026. OCI will utilise AMD’s Instinct MI450 chips, which were unveiled earlier this year. These chips are AMD’s first AI processors that can be assembled into a larger rack-sized system, enabling 72 of the chips to function as a single unit. This capability is necessary for creating and deploying the most advanced AI algorithms.

What AMD’s newest deal mean for Nvidia